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We have 3 simple rules at Lexington Financial. They are safety 1st, Earn reasonable rates of return over time, and keep everything simple. Why do we believe in this? Because we know history, above all, we know what happened during the previous financial disasters! We don’t want to see people lose their retirement if we can help them avoid it.
Have you had concerns about the market? Then it’s time to reconsider your plan! The page “Knowing Your Money” will show you common retirement pitfalls. It’s never a bad idea to prepare for the worst case scenario!
Call us at 859-967-4663 to schedule a no-obligation review of your retirement plan. We also offer online booking through Calendly!
Market Snapshot, April 2025 - Aaron Stelter
What is the market saying about this shift in economic policy?
At the beginning of 2025, the United States experienced a major economic policy shift in an attempt to bolster national production, move factories into the U.S, and disincentivize imports from China.
During the last 3 months, the market has gone through big ups-and-downs; namely in Tech and large indexes. A response to uncertain Tariff activity was large scale sale of U.S Bonds and Equities. The U.S Bond market was flooded with sales and yields surged, indicating a lack of faith. Conversely, certain indexes and stocks have rebounded from their bottom; although, we have yet to see the full impact these policy changes will bring. Now is a good time to keep a very close eye on index investing and large tech positions.
